RoeF.M PORTFOLIO - New Portfolio

Investor RoeFM

RoeF.M PORTFOLIO
Individual Investor
Ranked #213,110 out of 766,001 TipRanks' Investors
Success Rate
59%
76 out of 130
profitable transactions
Average Return
8.07%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.59%
6-Month Return▲ 9.76%
12-Month Return-
YTD Return▲ 17.25%
Total Return▲ 17.25%

Best Trade

Opened at
Closed at
Gain▲ 110.15%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 2.15%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.21%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.64%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 1.89%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.42%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.74%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 0.04%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 3.28%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 2.15%
▲ 11.46%▲ 5.06%▲ 6.21%
▼ 2.25%▲ 3.53%▼ 1.64%
▲ 25.72%▲ 1.21%▼ 1.89%
▼ 4.22%▲ 2.34%▲ 3.42%
▲ 7.82%▲ 2.10%▲ 3.74%
▲ 6.02%▼ 0.89%▼ 0.04%
▲ 5.59%▲ 5.20%▲ 3.28%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Palantir Technologies
▲ 62.57%
4
Close
Nov 07, 2024
Digital Value SpA
0.07%
▼ 17.63%
2
Buy
Oct 24, 2024
PDD Holdings
0.44%
▼ 0.61%
4
Buy
Oct 23, 2024
Berkshire Hathaway A
86.72%
▲ 1.96%
1
Open
Oct 10, 2024
Unidata S.P.A.
0.01%
▼ 6.78%
1
Open
Sep 25, 2024
Conocophillips
0.42%
▲ 6.28%
1
Open
Sep 25, 2024
General Dynamics
0.39%
▲ 3.07%
1
Open
Sep 25, 2024
Nike
0.19%
▼ 6.30%
1
Open
Sep 19, 2024
Stellantis
▼ 36.15%
4
Close
Sep 12, 2024
Occidental Petroleum
0.16%
▼ 0.26%
1
Open
Sep 11, 2024
Italian Sea Group S.p.A.
0.16%
▼ 10.47%
15
Buy
Sep 05, 2024
Taiwan Semiconductor Manufacturing
1.25%
▲ 32.24%
5
Buy
Sep 03, 2024
Global Ship Lease
0.11%
▼ 1.92%
2
Buy
Sep 03, 2024
Nvidia
2.3%
▲ 31.82%
8
Buy
Aug 30, 2024
Amazon
0.65%
▲ 21.55%
5
Buy
Aug 28, 2024
UniCredit SpA
0.27%
▲ 17.61%
6
Buy
Aug 23, 2024
Prada SpA
▼ 9.29%
3
Close
Aug 23, 2024
SmartCraft ASA Class A
0.01%
▲ 0.45%
2
Buy
Aug 23, 2024
Acushnet Holdings
0.23%
▲ 7.58%
2
Buy
Aug 23, 2024
General Mills
▲ 2.98%
3
Close
Aug 22, 2024